Top Financial Services Firms in Florida
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves FloridaServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Serves FloridaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
-
UndisclosedUndisclosed2 - 9Riverview, FL
Services provided
In Riverview, Florida, Luis Zavala Consulting is a small Business Consulting company. Their services include Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed50 - 249West Palm Beach, FL
Services provided
Founded in 1960, Brooks International is an Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Brandon, FL
Services provided
Launched in 2014, Rayburn Business Strategies is a Financial Consulting company. The team provides Financial Consulting and Business Consulting and is based in Brandon, Florida.
Read more -
UndisclosedUndisclosed10 - 49Bonita Springs, FL
Services provided
Launched in 2007, BriersCPA, P.A. Is a small Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Sarasota, FL
Services provided
Occams Advisory is a Financial Consulting company launched in 2012. Their team specializes in Financial Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Jacksonville, FL
Services provided
Universal Select Inc, an Accounting company, specialize in Accounting and PEO/Employee Leasing. They were established in 1983.
Read more -
UndisclosedUndisclosed2 - 9Bradenton, FL
Services provided
AAA Payroll Service, Inc. Is an Accounting company in Bradenton, Florida. Launched in 2010, the team specializes in Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Do Payroll Solutions, LLC is an Accounting company. They were launched in 2018, and their services include Accounting and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Payroll Solutions Unlimited, Inc. Is an Accounting company launched in 2008. The company focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
Services provided
Bayview Payroll Services LLC is an Accounting company. The firm is in Fort Lauderdale, Florida. Their services include Accounting and Staffing.
Read more -
UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
Accounting company Accounting & Valuation LLC was established in 2022. The team offers Accounting and Business Valuation Services.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Established in 2017, SharedCxO, a small Fractional CFO Services company, is in Miami, Florida. Their services include Fractional CFO Services and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lutz, FL
Services provided
Renaissance Consulting & Development, LLC is a Business Consulting company. They were launched in 2007 and provide Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
Headquartered in Orlando, Florida, MCN Consulting is a Business Consulting company. The team provides Business Consulting and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lakeland, FL
Services provided
In Lakeland, Florida, EverGrow Consulting is a small Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Launched in 2017, Bear Atlantic Group is a small Business Consulting company. Their services include Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Riverview, FL
Services provided
Optus Consulting Group, a Business Consulting company, specialize in Business Consulting and Web Design. They were launched in 2015.
Read more -
UndisclosedUndisclosed2 - 9Sanford, FL
Services provided
Launched in 2013, Emergen, Inc. Is a Business Consulting company. The company specializes in Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sarasota, FL
Services provided
Established in 2014, Vision Consulting Group, Inc. Is a Business Consulting company. The team specializes in Business Consulting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
Tried & True Consulting is a small Business Consulting company launched in 2009. Their team provides Business Consulting and Back Office Outsourcing.
Read more -
UndisclosedUndisclosed2 - 9Boca Raton, FL
Services provided
Established in 1999, EMCI, LLC. Is a small Boca Raton, Florida-based Business Consulting company. Their team specializes in Business Consulting and Public Relations.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
DPI, LLC. Is a branding agency. They specialize in Branding and Business Consulting and were launched in 2020. The firm is based in Tampa, Florida.
Read more -
UndisclosedUndisclosed2 - 9Lake Wales, FL
Services provided
Accounting company Kohl & Company, CPA is based in Lake Wales, Florida. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Longwood, FL
Services provided
IM Strategic Planning is a branding agency. They were established in 2023, and their services include Branding and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Orlando, FL
Services provided
Accounting company M.Y.O.B. Consulting is based in Orlando, Florida. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
OverDrive Accounting Services, LLC. Is an Accounting company. They offer Accounting and Business Consulting and were established in 2022. The firm is headquartered in Orlando, Florida.
Read more -
UndisclosedUndisclosed50 - 249Tampa, FL
Services provided
Centri Business Consulting, LLC is a Business Consulting company. The Philadelphia, Pennsylvania-based team specializes in Business Consulting and Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Tamarac, FL
Services provided
Datericorp is a SEO agency founded in 2012. In Tamarac, Florida, the team specializes in Search Engine Optimization and Web Development.
Read more -
UndisclosedUndisclosed2 - 9Lakeland, FL
Services provided
Tactegy, LLC is a small Business Valuation Services company launched in 2014. Their team specializes in Business Valuation Services and Business Continuity Management.
Read more -
UndisclosedUndisclosed10 - 49Lutz, FL
Services provided
Maven Asset Management is an IT strategy consulting company in Lutz, Florida. They focus on IT strategy consulting and cloud consulting & SI and were launched in 2008.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
Data analytics company Highpoint CFO® is located in Tampa, Florida. The team specializes in BI & big data consulting & SI and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orlando, FL
Services provided
Torima is an Accounting company. They specialize in Accounting and IT strategy consulting and are located in Orlando, Florida.
Read more -
UndisclosedUndisclosed2 - 9Bonita Springs, FL
Services provided
Shan & Co. Is an Accounting company. Their small team is headquartered in Bonita Springs, Florida. Their services include Accounting and IT strategy consulting.
Read more -
UndisclosedUndisclosed50 - 249Altamonte Springs, FL
Services provided
Navitas Partners, LLC is a midsize Cybersecurity company founded in 2008. Their team provides Cybersecurity and IT staff augmentation.
Read more -
UndisclosedUndisclosed2 - 9Navarre, FL
Services provided
Founded in 2012, Wise Guyz Marketing, a small social media marketing agency, is in Navarre, Florida. Their services include Social Media Marketing and Pay Per Click.
Read more -
UndisclosedUndisclosed10 - 49Jupiter, FL
Services provided
Jupiter Capital Management LLC is a data analytics company. The team is based in Jupiter, Florida, and their services include BI & big data consulting & SI and IT managed services.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
Based in Tampa, Florida, The Anchored Agency is a Market Research company. Their services include Market Research and Marketing Strategy.
Read more -
UndisclosedUndisclosedFreelancerLakeland, FL
Services provided
Established in 2005, Farina Notary & Professional Services is a small Litigation Support Services company. Their services include Litigation Support Services and Accounting.
Read more -
UndisclosedUndisclosedFreelancerMiami, FL
Services provided
Miami Notary, LLC, a Translation company, was established in 2008. The team specializes in Translation and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Jacksonville, FL
Services provided
Mirador, LLC is a Financial Advising & Planning company established in 2015. Their team specializes in Financial Advising & Planning and Conversion Optimization.
Read more -
UndisclosedUndisclosedFreelancerStuart, FL
Services provided
Based in Stuart, Florida, Small Hits LLC is a social media marketing agency. They offer Social Media Marketing and Content Marketing and were established in 2021.
Read more -
UndisclosedUndisclosed2 - 9Ormond Beach, FL
Services provided
ModSquare Design, Inc. Is a small social media marketing firm headquartered in Ormond Beach, Florida. Their services include Social Media Marketing and Email Marketing.
Read more -
UndisclosedUndisclosed250 - 999Tampa, FL
Services provided
Zenith American Solutions is a Back Office Outsourcing company in Tampa, Florida and San Francisco, California. The team specializes in Back Office Outsourcing and Accounting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
List of the Top 10 Florida Financial Services Companies
-
UndisclosedUndisclosed50 - 249Orlando, FL
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
$1,000+$100 - $149 / hr50 - 249Largo, FL
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
Undisclosed$50 - $99 / hr2 - 9Sarasota, FL
Ability to deliver
25.2/40.016.2/20 Reviews4.5/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
$10,000+$200 - $300 / hr2 - 9Miami, FL
Ability to deliver
24.2/40.016.2/20 Reviews2.5/10 Clients & Experience5.5/10 Market PresenceService focus
76% Accounting24% Other -
$5,000+$150 - $199 / hr50 - 249Tampa, FL
Ability to deliver
23.3/40.017.6/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Fort Lauderdale, FL
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed10 - 49Orlando, FL
Ability to deliver
22.5/40.016.2/20 Reviews0.7/10 Clients & Experience5.5/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$50 - $99 / hr2 - 9Miami, FL
Ability to deliver
20.9/40.016.2/20 Reviews0.7/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
80% Accounting20% Other -
Undisclosed$100 - $149 / hr2 - 9Delray Beach, FL
Ability to deliver
10.5/40.00/20 Reviews6.5/10 Clients & Experience4/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr2 - 9Orlando, FL
Ability to deliver
8.9/40.00/20 Reviews3.6/10 Clients & Experience5.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Boca Raton, FL
Ability to deliver
22.9/40.015.6/20 Reviews2.7/10 Clients & Experience4.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+< $25 / hr10 - 49Miami, FL
Ability to deliver
7.9/40.00/20 Reviews1.8/10 Clients & Experience6.1/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed2 - 9Miami, FL
Ability to deliver
7.5/40.00/20 Reviews0/10 Clients & Experience7.5/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed2 - 9Apopka, FL
Ability to deliver
7.5/40.00/20 Reviews2.4/10 Clients & Experience5.1/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr50 - 249Jacksonville, FL
Ability to deliver
7.4/40.00/20 Reviews0/10 Clients & Experience7.4/10 Market PresenceService focus
65% Financial Advising & Planning35% Other -
UndisclosedUndisclosed50 - 249Coral Springs, FL
Ability to deliver
7.2/40.00/20 Reviews1.4/10 Clients & Experience5.8/10 Market PresenceService focus
50% Accounting50% Other -
$250,000+< $25 / hr250 - 999Miami, FL
Ability to deliver
7.2/40.00/20 Reviews1.2/10 Clients & Experience6/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$300+ / hr2 - 9Miami, FL
Ability to deliver
6.5/40.00/20 Reviews1/10 Clients & Experience5.5/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning25% Insurance Services & Brokers25% Other -
UndisclosedUndisclosed50 - 249Miami Beach, FL
Ability to deliver
25.7/40.016.4/20 Reviews4.7/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$200 - $300 / hr50 - 249Miami Beach, FL
Ability to deliver
6.4/40.00/20 Reviews0/10 Clients & Experience6.4/10 Market PresenceService focus
30% Financial Advising & Planning70% Other -
UndisclosedUndisclosed2 - 9Palm Bay, FL
Ability to deliver
6.4/40.00/20 Reviews1.8/10 Clients & Experience4.6/10 Market PresenceService focus
50% Accounting25% Financial Advising & Planning25% Other -
UndisclosedUndisclosed10 - 49Miami, FL
Ability to deliver
6.4/40.00/20 Reviews1.2/10 Clients & Experience5.2/10 Market PresenceService focus
60% Accounting40% Other
